Daisy Distribution Partner Process Guide

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Daisy Distribution Partner Process Guide"

Transcription

1 Daisy Distribution Partner Guide 11

2 Contents O2 Retentions & Funding Request... 4 O2 Credit Checks... 4 O2 New Connection / Port... 6 O2 Banding / Account Information & End Dates... 7 O2 Resigns... 8 O2 Landline... 9 O2 Bolt On Change Request (VAS) O2 Sim Swap O2 Transfer of Ownership O2 Account Changes O2 Query O2 Disconnection / PAC Request Orange Credit Checks Orange New Connection / Port Orange Fulfillment New (Including iphone for non approved) Orange Banding / Upgrade Eligibility & End Dates Orange Upgrades Orange Fulfillment Upgrades (Including iphone for non approved) Orange Sim Swap Orange Account Changes Orange Query Orange In Life Change Orange Disconnection Vodafone VPS Retentions & Funding Request Vodafone VPS Credit Checks Vodafone VPS New Connection / Port Vodafone VPS Banding / Upgrade Eligibility & Commitment End Dates Vodafone VPS Upgrades Vodafone One Net Express Connections Vodafone VPS One Net Express Tariff Migration Vodafone VPS Bolt-ons (VAS) Vodafone Sim Swap Vodafone VPS Transfer of Ownership Vodafone VPS Third Party / Managed Access Vodafone VPS Account Changes Vodafone VPS Query / Complaint Vodafone VPS Tariff Analysis Vodafone VPS Disconnection (includes 14 day) Vodafone Zygo Retentions & Funding Request Vodafone Zygo Credit Checks Vodafone Zygo New Connection / Port Vodafone Zygo Banding / Upgrade Eligibility & End Dates Vodafone Zygo Upgrades Vodafone Zygo Account Changes Vodafone Zygo Bolt-ons (VAS) Vodafone Zygo Sim Swap Vodafone Zygo Change of Dealer Base Vodafone Zygo Change of Ownership Vodafone Zygo Query Vodafone Zygo Disconnection T-Mobile Credit Checks T-Mobile Stock Ordering T-Mobile New Connection / Port - Via Webreg T-Mobile New Connection / Port - Daisy Distribution T-Mobile Banding / Upgrade Eligibility Check T-Mobile Resigns / Upgrades T-Mobile Sim Swap T-Mobile Account Changes T-Mobile / PAC Request

3 EE Small Business Account Changes EE Small Business Banding / Upgrade Eligibility Check EE Small Business Disconneciton / PAC EE Small Business New Connection / Port - Daisy Distribution EE Small Business Resigns / Upgrades EE Small Business iphone for non-approved partners EE Small Business Credit Checks EE Small Business Migration from Orange EE Small Business Migration from T-Mobile EE Corporate Account Changes & Third Party Access Authorisation 58 EE Corporate Banding Check 58 EE Corporate Credit Check 58 EE Corporate Disconnections 59 EE Corporate New Connections & Ports 60 EE Corporate Query 61 EE Corporate Upgrades 62 EE Corporate iphone for non-approved partners 63 EE Corporate Migration from Orange 64 EE Corporate Migration from T-Mobile 65 3

4 O2 Retentions & Funding Request 1 To request bespoke tariff/bolt ons or an additional funding request onto a customer account for new connections or resigns, go to InTouch, select Add Job, then O2 and Retentions & Funding job If customer details cannot be found a NEW CUSTOMER will need to be created ensuring all sections marked with a red star * are completed. 2 State full tariff and /or bolt on request changes and/or funding request details in the Description field on the JOB DETAILS tab. The completed Retentions & Funding Form needs to be attached to the FILES tab for processing, please see the DPP, Knowledge Bank, Information & Forms, O2 Submit Job. InTouch will move your request to the Open Job tab and a status update will be ed showing the job number and the 3 Daisy Distribution will then process your request with the network and the status will change to Awaiting Network. Go to 5 4 If Daisy Distribution requires additional information to process the request, the job status will be changed to Awaiting Dealer To respond, go to InTouch and Open Jobs, click on job to open, go to notes section and enter a response then select Add Note. This will send a response back to Daisy Distribution to action, changing the status to Pending. Daisy Distribution will then process your request with the network and the status will change to Awaiting Network. 6 Once the request has been confirmed by the Network, Daisy Distribution will change the job to Complete and the status update will confirm the details, please ensure you add the job number of this approval to your new/port/resign request O2 Credit Checks 1 Go to InTouch, Add Job, network and create a Credit Check job. Please include bank details when credit checking a brand new customer to the network. 2 Go to Job Details tab, enter number of lines to credit check, state in the description field if this is an existing or new customer, providing existing account number and / or mobile phone number. 3 Go to Contact Details tab. All credit checks must have a contact. For Sole Traders or Partnerships state the owner / partner, for limited companies state a Director. Ensure the Set as Selected contact tick box is ticked after entering contact details. 4

5 You can at this point also add the CSI contact. 4 Go to Credit Check tab select Highest Tariff from drop down selection. Select Payment Method and select if it is a Port or New Connection. 5 Go to Files tab and attach a purchase order if available. Please note 7+ checks must be accompanied by a purchase order dated within the last 30 days. (see latest Pulse pack for up to date proof requirements), Submit Job InTouch will move your request to the Open Job tab and status update will be ed showing the job number and the 6 If Daisy Distribution require additional information, the job status will be changed to Awaiting Dealer response then select Add Note. This will send a response back to Daisy Distribution to action and change the status will show as Pending. 7 Once details have been confirmed by the Network, Daisy Distribution will add details and change job status to Complete which will send a status update via confirming the request has been actioned. Please note if the credit check passes you can convert the job into a new connection or port job through the Convert button on your InTouch home page. 5

6 O2 New Connection / Port 1 If the Credit Check has been processed via InTouch open InTouch and select the Convert Job option on the InTouch Homepage. Choose the relevant job from the drop down selection and select Convert. Choose a New Connection or Port job. Alternatively select Add Job, select network and create a New Connection or Port job. 2 Go to Job Details tab, enter the number of lines you wish to connect, state in the description field exactly what is required, with any special instructions and advise if paying by direct debit. BCAD references (if applicable) must be stated in the Description field. 3 Go to Files tab and attach an electronic copy of the purchase order and any other proofs / contracts (see latest Pulse pack for current proof requirements), if not already attached from converting the Credit Check job. Purchase order must be dated within the last 30 days and correspond fully with details entered on the Connection Grid. PO must be signed with signatories name and position clearly printed. 4 Go to Connections tab There are two ways to complete the Connections Grid. a) Go to Connections tab - Working from left to right complete each section, choose from the drop down selection if available. All cells highlighted pink must be completed. Ensure you state tariff and required bolt-ons. Ports ensure you advise a port date or we will set at next available date. b) Download XLS Template Make sure macros are enabled. Complete cell B2 Network from the drop down section, then complete left to right from cell A4. Again choose from drop down selection if available in the cell. Do not leave any spaces in CTN s, numbers must look like not Once complete save to a folder, go to Upload XLS Template and attach. If all tabs are outlined or shaded green, you can now submit. If any of the tabs are red, go to that tab and select Show / Hide Validation, this will show errors. Submit Job InTouch will move your request to the Open Job tab and status update will be ed showing the job number and the 5 Important CSI Contact Detail must be added at this point, (if not already present on the account). Go to InTouch homepage and select Edit Customer, enter a minimum of three consecutive characters of the customer name, select New Contact. Enter a CSI contact with contact number and address. Please note that jobs will be returned if this information is missing. This contact will also be used to set up the customers My O2 Business account. 6 If Daisy Distribution require additional information to process the request, the job status will be changed to Awaiting Dealer 7 Once the request has been processed with the Network, Daisy Distribution will send a Partner Notification stating additional account information if necessary. Details will be added to the Connections Grid and the job status will changed to Quality Control, this will send a status update via confirming the request has been actioned and is with Quality Control for final checking and confirmation. You can now view connection details on the Connection Grid of the open intouch job. 6

7 Quality Control will then validate the proofs, connection details and process for self-bill. Job will then be set to Complete instructing you of connection details. If the supplied proofs do not meet network specifications, then job will be set to Awaiting Dealer, a status update will be sent detailing proofs required to pass for payment. Once correct proofs have been uploaded to the Files tab on the job. QC will validate and if acceptable add to the payment system and change the job status to Complete, which will send a final status update via confirming the job has been fully actioned. You will need to go in to the Closed Jobs tab and view details to ensure all has been processed correctly, reporting any tariff / bolt-on discrepancies within 48 hours. Please ensure you review the customer s first bill to ensure they are being charged correctly. O2 Banding / Account Information & End Dates 1 To check end-dates, resign eligibility on existing O2 customers, go to InTouch, Add Job, select network and create a Banding Check job. For Revenue Share Rules and Commissions, please refer to Daisy Distribution s current Pulse pack. If customer details cannot be found a NEW CUSTOMER will need to be created and you must complete 2 State mobile / account number with information required in the Description field on the JOB DETAILS tab. Ensure the billing postcode is provided if different from the registered address. You can attach documentation to the files section if you wish. Submit Job. InTouch will move your request to the Open Job tab and a status update will be ed showing the job number and the 3 Daisy Distribution will then process your request with the network and the status will change to Awaiting Network. Go to 5 4 If Daisy Distribution require additional information, the job status will be changed to Awaiting Dealer Go to 3 5 Once changes have been confirmed by the Network, Daisy Distribution will add details and change job status to Complete which will send a status update via confirming the request has been actioned. 7

8 O2 Resigns 1 If the Banding Check has been processed via InTouch, open InTouch select the Convert Job option on the InTouch Homepage. Choose the relevant job from the drop down selection and select Convert to an Resign Alternatively select Add Job, network and create a Resign job. 2 Go to Job Details tab, enter the number of lines you wish to resign, state in the description field exactly what is required, with any special instructions and BCAD references (if applicable). 3 Go to Files tab and attach an electronic copy of the purchase order and any other proofs / contracts (see latest Pulse pack for current proof requirements). Purchase order must be dated within the last 30 days and correspond fully with details entered on the Connection Grid. PO must be signed with signatories name and position clearly printed. 4 Go to Connections tab There are two ways to complete the Connections Grid. a) Go to Connections tab - Working from left to right complete each section, choose from the drop down selection if available. All cells highlighted pink must be completed. Ensure you state tariff and required bolt-ons. Ports ensure you advise a port date or we will set at next available date. b) Download XLS Template Make sure macros are enabled. Complete cell B2 Network from the drop down section, then complete left to right from cell A4. Again choose from drop down selection if available in the cell. Do not leave any spaces in CTN s, numbers must look like not Once complete save to a folder, go to Upload XLS Template and attach. If all tabs are outlined or shaded green, you can now submit. If any of the tabs are red, go to that tab and select Show / Hide Validation, this will show errors. Submit Job InTouch will move your request to the Open Job tab and status update will be ed showing the job number and the 5 Important CSI Contact Detail must be added at this point, (if not already present on the account). Go to InTouch homepage and select Edit Customer, enter a minimum of three consecutive characters of the customer name, select New Contact. Enter a CSI contact with contact number and address. Please note that jobs will be returned if this information is missing. This contact will also be used to set up the customers My O2 Business account. 6 If Daisy Distribution require additional information to process the request, the job status will be changed to Awaiting Dealer 8

9 7 Once the request has been processed with the Network, Daisy Distribution will send a Partner Notification stating additional account information if necessary. Details will be added to the Connections Grid and the job status will changed to Quality Control, this will send a status update via confirming the request has been actioned and is with Quality Control for final checking and confirmation. You can now view connection details on the Connection Grid of the open intouch job. Quality Control will then validate the proofs, connection details and process for self-bill. Job will then be set to Complete instructing you of connection details. If the supplied proofs do not meet network specifications, then job will be set to Awaiting Dealer, a status update will be sent detailing proofs required to pass for payment. Once correct proofs have been uploaded to the Files tab on the job. QC will validate and if acceptable add to the payment system and change the job status to Complete, which will send a final status update via confirming the job has been fully actioned. You will need to go in to the Closed Jobs tab and view details to ensure all has been processed correctly, reporting any tariff / bolt-on discrepancies within 48 hours. Please ensure you review the customer s first bill to ensure they are being charged correctly. O2 Landline 1 Select Add Job, select network and create a Landline job. 2 Go to Job Details tab enter number of lines you wish to connect, state in the description field exactly what is required, with any special instructions and advise if paying by direct debit. BCAD reference (if applicable) must be stated in the Description field. 3 Go to Files Section and attach an electronic copy of the completed contract in Word format, plus the completed Customer Requirement Form (CRF). For new o2 customers the name on the documents must match Companies House exactly, for existing o2 customers it must match the existing account name they have with the network. 5 Go to Connections tab There are two ways to complete the Connections Grid. a) Go to Connections tab - Working from left to right complete each section, choose from the drop down selection if available. All cells highlighted pink must be completed. Ensure you state tariff and required bolt-ons. Also state in the comments field if you wish to remove an existing bolt-on. b) Download XLS Template Make sure macros are enabled. Complete cell B2 Network from the drop down section, then complete left to right from cell A4. For O2 always choose Resign as the job type. Again choose from drop down selection if available in the cell. Do not leave any spaces in CTN s, numbers must look like not Once complete save to a folder, go to Upload XLS Template and attach. If all tabs are outlined or shaded green, you can now submit. If any of the tabs are red, go to that tab and select Show / Hide Validation, this will show errors. Submit Intouch will move the request to the Open Job tab and a status update will be ed showing the job number and the Go to 8 6 Important CSI Contact Detail must be added at this point, (if not already present on the account). Go to InTouch homepage and select Edit Customer, enter a minimum of three consecutive characters of the customer name, select New Contact. Enter a CSI contact with contact number and address. Please note that jobs will be returned if this information is missing. This contact will also be used to set up the customers My O2 Business account. 9

10 7 If Daisy Distribution requires additional information to process the request, the job status will be changed to Awaiting Dealer and InTouch will send an automated stating change and required information. 8 Once the credit check has passed with O2, the customer contract (CIF) is generated and will be Uploaded to the job, the status will be changed to Awaiting Dealer and InTouch will send an automated requesting the signed contract to be returned for processing To respond, go to InTouch and Open Jobs, click on job to open, go to notes section then select Add Note. Upload the signed contract & PO (if not already provided) to the attach files tab 9 Submit Job Intouch will move the request to the Open Job tab and a status update will be ed showing the job number and the Daisy Distribution will process your request and the status will change to Awaiting Network for a new install Or Awaiting Port Date if transferring lines, then Port Date Set when confirmed by the network NB. The landline job will sit at Awaiting Network or Port Date Set until the date of transfer/install and O2 have confirmed the connection is complete 10 Once details have been processed with the Network, connection details will be added to InTouch and job status changed to Complete, which will send a status update via confirming the request, has been actioned. You will need to go in to the Closed Jobs tab and view details to ensure all has been processed correctly, reporting any tariff / bolt-on discrepancies within 48 hours. Please ensure you review the customer s first bill to ensure they are being charged correctly. O2 Bolt On Change Request (VAS) 1 To change Bolt-on s, go to InTouch R3, select Bolt-on job, network and create an Account Change job. If customer details cannot be found a NEW CUSTOMER will need to be created ensuring all sections marked with a red asterisk * are completed. 2 State mobile / account number with required changes in the Description field on the JOB DETAILS tab. Documentation can also be attached to the FILES tab for information. Submit Job. InTouch will move your request to the Open Job tab and a status update will be ed showing the job number and the 3 Daisy Distribution will then process your request with the network and the status will change to Awaiting Network. Go to 5 4 If Daisy Distribution requires additional information to process the request, the job status will be changed to Awaiting Dealer To respond, go to InTouch and Open Jobs, click on job to open, go to notes section and enter a response then select Add Note. This will send a response back to Daisy Distribution to action, changing the status to Pending. Go to 3 5 Once changes have been confirmed by the Network, Daisy Distribution will add details and change job status to Complete which will send a status update via confirming the request has been actioned. Please ensure you review the customer s first bill to ensure they are being charged correctly. 10

11 O2 Sim Swap 1 Go to InTouch R3, select network and create a Sim Swap job. 2 State customer mobile and new sim number in the Description field on the JOB DETAILS tab. You can attach documentation to the files section for information. Submit Job InTouch will move your request to the Open Job tab and status update will be ed showing the job number and the 3 Go to 5 4 If Daisy Distribution require additional information to process the request, the job status will be changed to Awaiting Dealer 5 Once details have been confirmed by the Network, Daisy Distribution will add details and change job status to Complete which will send a status update via confirming the request has been actioned. O2 Transfer of Ownership 1 If the Credit Check has been processed via InTouch open InTouch and select the Convert Job option on the InTouch Homepage. Choose the relevant job from the drop down selection and select Convert. Choose job type Transfer of Ownership. Alternatively select Add Job, select network and create a Transfer or Ownership job. 2 State requirements in the Description field on the JOB DETAILS tab. Go to Files tab and attach the purchase order and Transfer of Ownership form found on DPP, Knowledge Bank, Information & Forms, O2. Purchase order must be dated within the last 30 days and correspond fully with details entered on the Connection Grid. PO must be signed with signatories name and position clearly printed. Ensure you state if a tariff change is required and if the bolt-on s are new or existing. Consumer to Business TOO the consumer mobile must be out of contract (or termination fees apply) the mobile will then enter into a new 24/36 mth term the job will be changed to a Resign as commission will be payable. Business to Business TOO contract end dates are mapped to the new account no commission payable Submit Job InTouch will move your request to the Open Job tab and status update will be ed showing the job number and the 3 Daisy Distribution will then process your request and the status will change to Awaiting Network Go to 7 11

12 4 If Daisy Distribution require additional information to process the request, the job status will be changed to Awaiting Dealer 5 Important CSI Contact Detail must be added at this point, (if not already present on the account). Go to InTouch homepage and select Edit Customer, enter a minimum of three consecutive characters of the customer name, select New Contact. Enter a CSI contact with contact number and address. Please note that jobs will be returned if this information is missing. This contact will also be used to set up the customers My O2 Business account. 6 If Daisy Distribution require additional information to process the request, the job status will be changed to Awaiting Dealer 7 Once the request has been processed with the Network, Daisy Distribution will send a Partner Notification stating additional account information if necessary. Details will be added to the Connections Grid and the job status will changed to Quality Control, this will send a status update via confirming the request has been actioned and is with Quality Control for final checking and confirmation. You can now view connection details on the Connection Grid of the open intouch job. Quality Control will then validate the proofs, connection details and process for self-bill. Job will then be set to Complete instructing you of connection details. If the supplied proofs do not meet network specifications, then job will be set to Awaiting Dealer, a status update will be sent detailing proofs required to pass for payment. Once correct proofs have been uploaded to the Files tab on the job. QC will validate and if acceptable add to the payment system and change the job status to Complete, which will send a final status update via confirming the job has been fully actioned. You will need to go in to the Closed Jobs tab and view details to ensure all has been processed correctly, reporting any tariff / bolt-on discrepancies within 48 hours. Please ensure you review the customer s first bill to ensure they are being charged correctly. O2 Account Changes 1 To change usernames, direct debit details, billing address go to InTouch R3, select Add Job, network and create an Account Change job. If customer details cannot be found a NEW CUSTO MER will need to be created ensuring all sections marked with a red asterisk * are completed. 2 State mobile / account number with required changes in the Description field on the JOB DETAILS tab. Documentation can also be attached to the FILES tab for information. Submit Job. InTouch will move your request to the Open Job tab and a status update will be ed showing the job number and the 3 Daisy Distribution will then process your request with the network and the status will change to Awaiting Network. Go to 5 12

13 4 If Daisy Distribution requires additional information to process the request, the job status will be changed to Awaiting Dealer To respond, go to InTouch and Open Jobs, click on job to open, go to notes section and enter a response then select Add Note. This will send a response back to Daisy Distribution to action, changing the status to Pending. Go to 3 Daisy Distribution will then process your request with the network and the status will change to Awaiting Network. 5 Once changes have been confirmed by the Network, Daisy Distribution will add details and change job status to Complete which will send a status update via confirming the request has been actioned. O2 Query 1 If you have a billing or general query on a customer s account go to InTouch R3 and create a Query job. If customer details cannot be found a NEW CUSTOMER will need to be created and you must complete 2 State number / account number and query details in the Description field on the JOB DETAILS tab. You can attach supporting documentation to the files section if you wish. Submit Job InTouch will move your request to the Open Job tab and status update will be ed showing the job number and the 3 Daisy Distribution will now process your request with the network and the status will change to Awaiting Network Go to 5 4 If Daisy Distribution requires additional information to process the request, the job status will be changed to Awaiting Dealer and InTouch will send an automated stating change and required information. Daisy Distribution will now process your request with the network and the status will change to Awaiting Network. 5 Once details have been confirmed by the Network, Daisy Distribution will add details and change job status to Complete which will send a status update via confirming the request has been actioned. This information and a full audit trail can be found within the InTouch job under Notes or Job History O2 Disconnection / PAC Request 1 For single PAC requests, the customer must contact O2 Customer Services direct or 8002 from an O2 mobile number. Go to InTouch and create a Disconnection job. 2 Go to Job Details tab, enter number of lines you wish to disconnect, state reason for disconnection in the description field. If a letter has been supplied by the customer, please attach to the Files section. 13

14 Submit Job. InTouch will move your request to the Open Job tab and a status update will be ed showing the job number and the 3 If Daisy Distribution requires additional information, the job status will be changed to Awaiting Dealer 4 Once details have been confirmed by the Network, Daisy Distribution will add details and change job status to Complete which will send a status update via confirming the request has been actioned. 14

15 Orange Credit Checks 1 Go to InTouch, select Add Job, network and create a Credit Check job. Ensure the number of employees section is also completed. Please include bank details if credit checking a brand new customer to the network. 2 Go to Job Details tab enter number of lines you wish to credit check, state in the description field if this is an existing or new customer, providing existing account number or mobile phone number. Please also advise if the customer requires roaming (as this needs credit checking for) and also what type of handsets the customer will be taking if known. 3 Go to Contact Details tab. All credit checks must have a contact. For Sole Traders or Partnerships you must also state 3 years worth of personal addresses for owners / partners and fill in all other information for them on the page. Ensure you tick the contact selection once contact details have been added / selected. 4 Go to Credit Check tab select Highest Tariff from drop down selection. Select Payment Method and if a Port or New Connection 5 Go to Files tab and attach a purchase order if available. Submit Intouch will move the request to the Open Job tab and a status update will be ed showing the job number and the Go to 7 6 If Daisy Distribution requires additional information to process the request, the job status will be changed to Awaiting Dealer and InTouch will send an automated stating change and required information. 7 Once the check has been confirmed / rejected by the Network, Daisy Distribution will add details and change job status to Complete which will send a status update confirming request has been actioned Please note if the credit check passes you can convert the job into a new connection or port job. Orange New Connection / Port 1 If the Credit Check has been processed via InTouch, select the Convert Job option on the InTouch Homepage. Choose the relevant job from the drop down selection and select Convert then choose either a New Connection or Port job. Alternatively select Add Job, network and create a New Connection or Port job. 15

16 2 Go to Job Details tab enter number of lines you wish to connect, state in the description field exactly what is required, with any special instructions and advise if paying by direct debit. Any DA reference (if applicable) must be stated in the Description field. 3 Go to Files Section and attach an electronic copy of the purchase order and any other proofs, if not already attached from converting the Credit Check job (see latest Pulse pack for up to date proof requirements). Purchase order must correspond with details entered on the Connection Grid and be dated within the last 30 days on company letterhead, signed, with the signatories full name and position clearly printed. It must state network, contract term, tariff, unlimited and flexible benefits and any chargeable bolt-ons. For limited companies the company registration number should be printed on the letterhead. Important You must also obtain and retain a signed Orange Customer Information Form (CIF). If you currently deal direct with Orange please continue to post your proofs to Daisy Distribution, Communication House, 166 Handford Road, Ipswich, IP1 2BH for payment. 4 Go to Connections tab There are two ways to complete the Connections Grid. a) Go to Connections tab - Working from left to right complete each section, choose from the drop down selection if available. All cells highlighted pink must be completed. Ensure you state tariff and required bolt-ons. Also state in the comments field if you wish to remove an existing bolt-on. b) Download XLS Template Make sure macros are enabled. Complete cell B2 Network from the drop down section, then complete left to right from cell A4. For O2 always choose Resign as the job type. Again choose from drop down selection if available in the cell. Do not leave any spaces in CTN s, numbers must look like not Once complete save to a folder, go to Upload XLS Template and attach. If all tabs are outlined or shaded green, you can now submit. If any of the tabs are red, go to that tab and select Show / Hide Validation, this will show errors. Submit Intouch will move the request to the Open Job tab and a status update will be ed showing the job number and the Go to 6 5 If Daisy Distribution requires additional information, the job status will be changed to Awaiting Dealer 6 Once details have been confirmed by the Network, Daisy Distribution will add details and change job status to Complete which will send a status update confirming request has been actioned You will need to go in to the Closed Jobs tab and view details to ensure all has been processed correctly, reporting any tariff / bolt-on discrepancies within within 48 hours. Please ensure you review the customer s first bill to ensure they are being charged correctly. 16

17 Orange Fulfillment New (Including iphone) 1 Go to InTouch, select Add Job, network and create a Fulfillment New job. Please include bank details if credit checking a brand new customer to the network. 2 Go to Job Details tab enter number of lines required, and include model details and any further requirements. If customer is existing with network please advise of account/ mobile number. 3 Go to Contact Details tab. All credit checks must have a contact. For Sole Traders or Partnerships you must also state 3 year s worth of personal addresses for owners / partners. Ensure you tick the contact selection once contact details have been added / selected. 4 Go to Credit Check tab select Highest Tariff from drop down selection. Select Payment Method. 5 If fulfillment is for an iphone go to Files Section and attach an electronic copy of the purchase order. The purchase order must be dated within the last 30 days on company letterhead and be signed, with the signatories full name and position printed. It must state contract term, tariff, unlimited and flexible benefits and any chargeable bolt-ons. For limited companies the company registration number should be on the letterhead (if customer is retaining existing tariff and bolt-ons this should be specified). 6 Go to Connections tab - Working from left to right complete each section, choose from the drop down selection if available. All cells highlighted pink must be completed. Ensure you state tariff and required bolt-ons. Also state in the comments field if you wish to remove an existing bolt-on. Do not leave any spaces in CTN s, numbers must look like not If all tabs are outlined or shaded green, you can now submit. If any of the tabs are red, go to that tab and select Show / Hide Validation, this will show errors. Submit InTouch will move your request to the Open Job tab and a status update will be ed showing the job number and the 7 If Daisy Distribution requires additional information, the job status will be changed to Awaiting Dealer 8 Daisy Distribution will then credit check the customer for you and arrange for kit to be picked and connected. Kit will then be dispatched for next day delivery direct to the customer (ex Saturday). You will be notified of kit details when job is completed. 9 Once details have been processed with the Network, Daisy Distribution will add details and change job status to Complete and attach connection details, which will trigger an advising. You will need to go in to the Closed Jobs tab and view details to ensure all has been processed correctly, reporting any tariff / bolt-on discrepancies within 48 hours. Please ensure you review the customer s first bill to ensure they are being charged correctly. 17

18 Orange Banding / Upgrade Eligibility & End Dates 1 To check end-dates and upgrade eligibility on existing customers, go to InTouch, select Add Job, network and create a Banding Check job. If customer details cannot be found a NEW CUSTOMER will need to be created and you must complete 2 State every mobile number you wish to check with information required in the Description field on the JOB DETAILS. You can attach other documentation to the files section if you wish. Submit Intouch will move the request to the Open Job tab and a status update will be ed showing the job number and the 3 Go to 5 4 If Daisy Distribution requires additional information to process the request, the job status will be changed to Awaiting Dealer and InTouch will send an automated stating change and required information. 5 Once changes have been confirmed by the Network, Daisy Distribution will add details and change job status to Complete which will send a status update confirming request has been actioned Orange Upgrades 1 If the Banding Check has been processed via InTouch, open InTouch and select the Convert Job option on the InTouch Homepage. Choose the relevant job from the drop down selection and select Convert to an Upgrade Alternatively select Add Job, network and create an Upgrade job. 2 Go to Job Details tab enter number of lines you wish to resign, state in the description field exactly what is required, with any special instructions and advise of DA reference (if applicable). Please also advise of sim delay required (max 6 day). 3 Go to Files Section and attach an electronic copy of the purchase order and any other proofs (see latest Pulse pack for up to date proof requirements), if not already attached from converting the Banding Check job. Purchase order must correspond with details entered on the Connection Grid and be dated within the last 30 days on company letterhead, signed, with the signatories full name and position clearly printed. It must state network, contract term, tariff, unlimited and flexible benefits and any chargeable bolt-ons. For limited companies the company registration number should be printed on the letterhead. Please specify if customer is retaining existing tariff and bolt-ons. Important You must also obtain and retain a signed Orange Customer Information Form (CIF). If you currently deal direct with Orange please continue to post your proofs to Daisy Distribution, Communication House, 166 Handford Road, Ipswich, IP1 2BH for payment. 4 Go to Connections tab There are two ways to complete the Connections Grid. a) Go to Connections tab - Working from left to right complete each section, choose from the drop down selection if available. All cells highlighted pink must be completed. Ensure you state tariff and required bolt-ons. 18

19 Also state in the comments field if you wish to remove an existing bolt-on. b) Download XLS Template Make sure macros are enabled. Complete cell B2 Network from the drop down section, then complete left to right from cell A4. For O2 always choose Resign as the job type. Again choose from drop down selection if available in the cell. Do not leave any spaces in CTN s, numbers must look like not Once complete save to a folder, go to Upload XLS Template and attach. If all tabs are outlined or shaded green, you can now submit. If any of the tabs are red, go to that tab and select Show / Hide Validation, this will show errors. Submit Intouch will move the request to the Open Job tab and a status update will be ed showing the job number and the Go to 6 5 If Daisy Distribution requires additional information, the job status will be changed to Awaiting Dealer 6 Once details have been processed with the Network, Daisy Distribution will add details and change job status to Complete and attach connection details, which will send a status update confirming request has been actioned This information and a full audit trail can be found in the Completed Jobs tab under Notes or Job You will need to go in to the Closed Jobs tab and view details to ensure all has been processed correctly, reporting any tariff / bolt-on discrepancies within 48 hours. Please ensure you review the customer s first bill to ensure they are being charged correctly. Orange Fulfillment Upgrades (Including iphone) 1 Select Add Job, network and create a Fulfillment Upgrade job. If customer details cannot be found a New Customer will need to be created and you must complete all sections marked with a red asterisk * 2 Go to Job Details tab enter number of lines you wish to resign, state in the description field exactly what is required, with any special instructions and advise of DA reference (if applicable). Please also advice of sim delay required (max 6 day). 3 Go to Files tab and attach an electronic copy of the purchase order and any other proofs / contracts (see latest Pulse pack for current proof requirements), if not already attached from converting the Credit Check job. Purchase order must be dated within the last 30 days and correspond fully with details entered on the Connection Grid. PO must be signed with signatories name and position clearly printed. 4 Go to Connections tab - Working from left to right complete each section, choose from the drop down selection if available. All cells highlighted pink must be completed. Ensure you state tariff and required bolt-ons. Also state in the comments field if you wish to remove an existing bolt-on. Do not leave any spaces in CTN s, numbers must look like not If all tabs are outlined or shaded green, you can now submit. If any of the tabs are red, go to that tab and select Show / Hide Validation, this will show errors. Submit InTouch will move your request to the Open Job tab and a status update will be ed showing the job number and the 5 If Daisy Distribution requires additional information, the job status will be changed to Awaiting Dealer 19

20 6 Daisy Distribution will then perform an upgrade eligibility / banding check on the customer for you and arrange for kit to be picked and upgraded. Kit will then be dispatched for next day delivery direct to the customer (ex. Saturday). You will be notified of kit details when job is completed. 7 Once details have been processed with the Network, Daisy Distribution will add details and change job status to Complete and attach connection details, which will trigger an advising. You will need to go in to the Closed Jobs tab and view details to ensure all has been processed correctly, reporting any tariff / bolt-on discrepancies within 48 hours. Please ensure you review the customer s first bill to ensure they are being charged correctly. Orange Sim Swap 1 Go to InTouch R3, select Add Job, network and create a Sim Swap job. 2 State customer mobile and new sim number in the Description field on the JOB DETAILS. You can attach documentation to the files section if you wish. Submit Intouch will move the request to the Open Job tab and a status update will be ed showing the job number and the 3 Go to 5 4 If Daisy Distribution requires additional information, the job status will be changed to Awaiting Dealer 5 Once changes have been confirmed by the Network, Daisy Distribution will add details and change job status to Complete which will trigger an advising. This information and a full audit trail can be found in the Completed Jobs tab under Notes or Job Orange Account Changes 1 To add 3 rd Party or set up online billing, go to InTouch R3, select Add Job, network and create an Account Change job. NB We cannot change Bolt-ons, usernames, direct debit details or billing address. Only someone with 3 rd party authorization or the customer can do this. 2 State number / account number with required changes in the Description field on the JOB DETAILS. Attach relevant documentation to the files section. Submit Job. InTouch will move the request to the Open Job tab and a status update will be ed showing the job number and the status will change to Awaiting Network. 3 InTouch will move the request to the Open Job tab and a status update will be ed showing the job number and the status will change to Awaiting Network. Go to 5 20

21 4 If Daisy Distribution requires additional information to process the request, the job status will be changed to Awaiting Dealer and InTouch will send an automated stating change and required information. Daisy Distribution will now process your request and the status will change to Awaiting Network. 5 Once changes have been confirmed by the Network, Daisy Distribution will add details and change job status to Complete which will send a status update confirming request has been actioned. This information and a full audit trail can be found in the Completed Jobs tab under Notes or Job Orange Query 1 If you have a billing or general query on a customer s account go to InTouch R3, select network and create a Query job. 2 State number / account number and query details in the Description field on the JOB DETAILS tab. You can attach supporting documentation to the files section if you wish. Submit Intouch will move the request to the Open Job tab and a status update will be ed showing the job number and the 4 If Daisy Distribution requires additional information, the job status will be changed to Awaiting Dealer 5 Once changes have been confirmed by the Network, Daisy Distribution will add details and change job status to Complete which will send a status update confirming request has been actioned Orange In Life Change 1 Go to InTouch R3, select Add Job, network and create an Account Change job. If customer details cannot be found a NEW CUSTOMER will need to be created and you must complete all sections marked with a red asterisk * 2 State customer mobile and new kit requirements in the Description field on the JOB DETAILS tab. Attach customer purchase order, dated within last 30 days, for the change to the files section. Submit Intouch will move the request to the Open Job tab and a status update will be ed showing the job number and the Daisy Distribution will process your request and the status will change to Awaiting Network. 3 If Daisy Distribution requires additional information, the job status will be changed to Awaiting Dealer 21

22 4 Daisy Distribution will then place the order for the stock and advise you of the kit details. The order will then be placed as Awaiting Dealer while we await confirmation from you that the kit has been received by the customer. Once the customer has the kit and is ready for us to process the in life change advise on the job by going to InTouch and Open Jobs, click on job to open, go to notes section and complete response then select Add Note. This will send a response back to Daisy Distribution to action and the status will change to Pending. 5 Once changes have been confirmed by the Network, Daisy Distribution will add details and change job status to Complete which will trigger an advising. This information and a full audit trail can be found in the Completed Jobs tab under Notes or Job History Orange Disconnection 1 If the customer wishes to process a 7 day distance selling disconnection go to InTouch and create a Disconnection job. NB We cannot process end of contract disconnections with the network. The customer will need to call Orange customer services to request these themselves. We also cannot obtain PAC codes on their behalf. 2 Go to Job Details tab, enter number of lines you wish to disconnect, state reason for disconnection in the description field. You will need to supply full kit details (mobile, SIM number and IMEI). Submit Intouch will move the request to the Open Job tab and a status update will be ed showing the job number and the 3 If Daisy Distribution requires additional information, the job status will be changed to Awaiting Dealer 4 Once notification has been received back from the network, Daisy Distribution will add details and change job status to Complete which will send a status update confirming request has been actioned If kit was supplied to the customer you will be advised of the RA number and this must be added to the GRA form and ed to The Returns team will generate a GRA number and send back via . The kit needs to be returned with a copy of the GRA form to Daisy Distribution, Communications House, 166 Handford Road, Ipswich, IP1 2BH 22

23 Vodafone VPS Retentions & Funding Request 1 To request bespoke tariff/bolt ons or an additional funding request onto a customer account for new connections or resigns, go to InTouch, select Add Job, then Vodafone and Retentions & Funding job. If customer details cannot be found a NEW CUSTOMER will need to be created ensuring all sections marked with a red star * are completed. 2 State full tariff and /or bolt on request changes and/or funding request details in the Description field on the JOB DETAILS tab. The completed Retentions & Funding Form needs to be attached to the FILES tab for processing, please see the DPP, Knowledge Bank, Information & Forms, O2 Submit Job. InTouch will move your request to the Open Job tab and a status update will be ed showing the job number and the 3 Daisy Distribution will then process your request with the network and the status will change to Awaiting Network. Go to 5 4 If Daisy Distribution requires additional information to process the request, the job status will be changed to Awaiting Dealer and InTouch will send an automated stating change and required information. To respond, go to InTouch and Open Jobs, click on job to open, go to notes section and enter a response then select Add Note. This will send a response back to Daisy Distribution to action, changing the status to Pending. Daisy Distribution will then process your request with the network and the status will change to Awaiting Network. 6 Once the request has been confirmed by the Network, Daisy Distribution will change the job to Complete and the status update will confirm the details, please ensure you add the job number of this approval to your new/port/resign request Vodafone VPS Credit Checks 1 Go to InTouch, select Add Job, network and create a Credit Check job. Please include bank details if credit checking a brand new customer to the network. 2 Go to Job Details tab enter number of lines you wish to credit check, state in the description field if this is an existing or new customer, providing existing BAN or mobile phone number. 3 Go to Contact Details tab. All credit checks must have a contact. For Sole Traders or Partnerships you must also state 3 years worth of personal addresses for owners / partners (please refer to Credit Vetting Sheet or Vodafone Contract to ensure all information supplied) Ensure you tick the contact selection once contact details have been added / selected. 4 Go to Credit Check tab select Highest Tariff from drop down selection. Select Payment Method and if a Port or New Connection 5 Go to Files tab and attach required proofs (please see back of Pulse commissions guide for up to date proof list). All paperwork must have your Business partner code and your Vodafone connector code on it. 23

the Daisy Distribution Commission Guide Take a look at our Customer Service Fact Sheets inside Q1 2013 V1.5 12.03.13

the Daisy Distribution Commission Guide Take a look at our Customer Service Fact Sheets inside Q1 2013 V1.5 12.03.13 the Daisy Distribution Commission Guide Q1 2013 V1.5 12.03.13 Take a look at our Customer Service Fact Sheets inside For more information, please contact Daisy Distribution on 01473 382000, or email info@daisydistribution.com

More information

Registering for an NHS Jobs account

Registering for an NHS Jobs account Registering for an NHS Jobs account This guide is intended to show you how to register for an account on NHS Jobs, which will allow you to apply for jobs using NHS Jobs. Introduction By creating an NHS

More information

merchant application form

merchant application form merchant application form standard & Point Of Sale (POS) Version 3.1 revised 28 February 2011 copyright mhits Limited 2004-2011 ABN 82 107 753 613 Instructions: 1. Fill in the Application Form 2. Sign

More information

https://www22.i-grasp.com/skandia/main.asp

https://www22.i-grasp.com/skandia/main.asp E Recruitment through i-grasp Below you will find support in using the E Recruitment system. This document covers loading a vacancy, reviewing applicants, booking interviews, rejecting applicants, recording

More information

PFE Online Application Help File

PFE Online Application Help File PFE Online Application Help File Please follow this step-by-step guide to help complete the PFE online application form for Educational Oversight. (Please note, failure to complete all required information

More information

1 2 3 TOTAL POINTS (must be 100 minimum) SECONDARY (at least one form)

1 2 3 TOTAL POINTS (must be 100 minimum) SECONDARY (at least one form) TELSTRA BUSINESS MOBILE MAXIMISER PLANS APPLICATION FORM New Telstra Business Mobile Maximiser MRO Plan New Telstra Business Mobile Maximiser Subsidy Plan New Telstra Business Mobile Maximiser BYO Plan

More information

1. Introduction to the Automated Accounts Payable Development... 3. 2. Process Flows of Purchase Orders, Goods Receipts and Invoice Queries...

1. Introduction to the Automated Accounts Payable Development... 3. 2. Process Flows of Purchase Orders, Goods Receipts and Invoice Queries... Contents 1. Introduction to the Automated Accounts Payable Development... 3 2. Process Flows of Purchase Orders, Goods Receipts and Invoice Queries... 4 2.1 Ideal MM Process... 4 2.2 Missing GRN process...

More information

1. ACCOUNT NUMBER. Trading Name (if applicable) Account Holder Address City/Suburb Postcode

1. ACCOUNT NUMBER. Trading Name (if applicable) Account Holder Address City/Suburb Postcode Telstra Business Mobile ADVANTAGE Plan Application Form New Service 1. ACCOUNT NUMBER 2. ACCOUNT HOLDER DETAILS To be completed by all Applicants Important Do not sign this application unless you have

More information

MARKETING SERVICES REGISTER

MARKETING SERVICES REGISTER MARKETING SERVICES REGISTER MARKETING ONLINE SYSTEM SUPPLIER GUIDELINES Version Control Version Number Author Date Released Changes 1.0 Veronica Bilbao 26 November 2013 1 Table of Contents I. PURPOSE...3

More information

Confidential Page 2 of 19 Copyright Omni Resource Management Solutions Ltd

Confidential Page 2 of 19 Copyright Omni Resource Management Solutions Ltd Manager User Manual Contents Contents... 2 Overview... 3 Logging on... 4 Amending Your Password... 5 Homepage... 5 Raising and Submitting a Requisition... 6 Authorisation Process... 9 Reviewing Applications...

More information

User Guide Web PO Requisition for Sage 200

User Guide Web PO Requisition for Sage 200 User Guide Web PO Requisition for Sage 200 Create Purchase Requisitions for Sage 200 via a web interface Multiple concurrent users entering requisitions in real time Submit requisitions with multiple authorisation

More information

It starts like this...

It starts like this... Need help with your phone? No problem. Just get in touch with the store or website you bought it from. If you need a hand with your mobile service, one of our team will be happy to help. 789 on your mobile

More information

Macquarie Telecom Services Agreement Service Schedule 6 to Trading Terms Managed Mobile Services

Macquarie Telecom Services Agreement Service Schedule 6 to Trading Terms Managed Mobile Services Macquarie Telecom Services Agreement Service Schedule 6 to Trading Terms Managed The terms set out in this Service Schedule apply to the provision of in addition to the Trading Terms. Any capitalised terms

More information

H.M. TREASURY HELP TO BUY: ISA Conveyancer Portal User Guide. July 2016

H.M. TREASURY HELP TO BUY: ISA Conveyancer Portal User Guide. July 2016 H.M. TREASURY HELP TO BUY: ISA Conveyancer Portal User Guide July 2016 1 Contents Press Ctrl + Click to select the relevant page Help... 6 Registration... 9 Portal Administration/User Roles... 24 Submitting

More information

ibusiness Banking User guide

ibusiness Banking User guide ibusiness Banking User guide www.aibgb.co.uk/ibusinessbanking Contents Overview 1 Getting Started 2 Daily log-on 3 The role of the Local Administrator 5 The role of the User 6 Viewing Account Information

More information

NHSP:Online. Uploading Agency Rates. NHSP:Online. Agency Rates Admin V2.2 Issued December 2012 Page 1 of 31

NHSP:Online. Uploading Agency Rates. NHSP:Online. Agency Rates Admin V2.2 Issued December 2012 Page 1 of 31 Uploading Agency Rates Page 1 of 31 Contents Page 1.0 Getting Started...3 2.0 Notifications...6 3.0 Downloading a Blank Template...7 4.0 Filling out your rates template...8 5.0 Uploading your completed

More information

PFE Online Application Help File

PFE Online Application Help File PFE Online Application Help File Please follow this step-by-step guide to help complete the PFE online application form for Educational Oversight. (Please note, failure to complete all required information

More information

Quotations > Sales Orders > Purchase Orders >Consignment > Asset Track > Billing

Quotations > Sales Orders > Purchase Orders >Consignment > Asset Track > Billing Quotations > Sales Orders > Purchase Orders >Consignment > Asset Track > Billing NetHelpDesk has the ability to raise quotations for your end-users for Items you sell, whether physical or service based,

More information

Introduction. Getting Started

Introduction. Getting Started Introduction The object of this manual is to provide you with the necessary navigational support in order for you to invite your clients to the portal and communicate with them directly from the client

More information

INVENTORY MANAGEMENT

INVENTORY MANAGEMENT support@magestore.com sales@magestore.com Phone: +1-415-954-7137 INVENTORY MANAGEMENT ULTIMATE EDITION USER GUIDE Version 1.7.3 Table of Contents INTRODUCTION... 6 TERMINOLOGIES & PRINCIPLES... 7 HOW TO

More information

REMIT Registration. A Summary of Ofgem s REMIT Registration User Guide. Alasdair Yuille, Senior Economist 01/12/2014

REMIT Registration. A Summary of Ofgem s REMIT Registration User Guide. Alasdair Yuille, Senior Economist 01/12/2014 REMIT Registration A Summary of Ofgem s REMIT Registration User Guide Alasdair Yuille, Senior Economist 01/12/2014 REMIT Registration CEREMP Centralised European Registry for Energy Market Participants.

More information

How to set up your NMC Online account. How to set up your NMC Online account

How to set up your NMC Online account. How to set up your NMC Online account How to set up your NMC Online account 1 Introduction NMC Online is a secure service which allows you to manage your registration with us online. This guidance explains how you can set up your account.

More information

Online Registrations and Awards System User Guidance

Online Registrations and Awards System User Guidance Online Registrations and Awards System User Guidance Including: Qualifications Unit Achievement Gateway Quality Assured Provision Functional Skills and Access to Higher Education Gateway Qualifications

More information

FedEx Billing Online PDF Help Guide Invoiced Customers

FedEx Billing Online PDF Help Guide Invoiced Customers FedEx Billing Online PDF Help Guide Invoiced Customers Table of Contents Introduction... 2 Logging In/Your Account Summary... 3 Viewing... 5 Approving and Notifying... 9 Canceling Approvals... 14 Paying...

More information

Online Catalogue and Ordering. Guidance Notes for Trusts

Online Catalogue and Ordering. Guidance Notes for Trusts Online Catalogue and Ordering Guidance Notes for Trusts Version 2.0 February 2014 Contents General information... 5 Key to icons... 5 System messages... 5 Abbreviations... 6 Examples used in this document...

More information

HertSFX. User Guide V2.04. Hertfordshire s Secure File Exchange Portal. (Jan 2014) HertSFX User Guide V2.04 Jan 2014 Page 1 of 17

HertSFX. User Guide V2.04. Hertfordshire s Secure File Exchange Portal. (Jan 2014) HertSFX User Guide V2.04 Jan 2014 Page 1 of 17 Hertfordshire s Secure File Exchange Portal User Guide V2.04 (Jan 2014) HertSFX User Guide V2.04 Jan 2014 Page 1 of 17 CONTENTS 1. About HertSFX... 3 2. HertSFX Limitations... 3 3. Getting Started... 3

More information

The Verification Process User Guide

The Verification Process User Guide The Verification Process User Guide Click Here to Enter Helpdesk Telephone: 0845 251 5000 Opening Times: 8.30am to 5.30pm Monday to Friday Email: onlinedisclosures@gbgplc.com Contents Click on a jump to

More information

EVENT REGISTRATION UPLOADER DOCUMENTATION

EVENT REGISTRATION UPLOADER DOCUMENTATION August 8, 2012 EVENT REGISTRATION UPLOADER DOCUMENTATION The Purpose To aid in generating more accurate reporting for engagement, event data needs to be entered into Griffin. The Event Registration Uploader

More information

VISA ONLINE - UAE online visa procedure via

VISA ONLINE - UAE online visa procedure via VISA ONLINE - UAE online visa procedure via www.emirates.com Emirates customers from 182 countries may apply for, and purchase UAE Visas online on Emirates.com. This includes 56 EK online countries and

More information

Making an application online via the Planning Portal

Making an application online via the Planning Portal 1 Making an application online via the Planning Portal The Planning Portal allows registered users to create and submit applications online. Online submission of applications helps to facilitate a quicker

More information

PADOR HELP GUIDE FOR APPLICANTS

PADOR HELP GUIDE FOR APPLICANTS PADOR HELP GUIDE FOR APPLICANTS WHAT IS PADOR?...2 WHO CAN REGISTER IN PADOR?... 2 WHY register my organisation in PADOR? Is registration obligatory?... 3 WHEN to register? When to update an account?...

More information

All about your Simply 8p tariff

All about your Simply 8p tariff Need help with your mobile service? Feel free to get in touch: 789 on your mobile phone 0845 6000 789 from a landline virginmobile.co.uk Pay As You Go All about your Simply 8p tariff This information is

More information

BUSINESS CLASS SERVICE FOR LARGE BUSINESS CUSTOMERS SOLUTION DESCRIPTION

BUSINESS CLASS SERVICE FOR LARGE BUSINESS CUSTOMERS SOLUTION DESCRIPTION BUSINESS CLASS SERVICE FOR LARGE BUSINESS CUSTOMERS SOLUTION DESCRIPTION Table of Contents 1. INTRODUCTION 3 2. PROVISIONING 3 3. DEVICE AND ACCESSORY ORDERING 4 4. ACCOUNT DEVELOPMENT 5 5. CUSTOMER AND

More information

DIGITAL PRODUCTS UNIFIED COMMUNICATION BUSINESS APPS MOZY PRO SAGE PAYROLL MOONFRUIT & MORE... February 2015 O2 EE T-MOBILE ORANGE

DIGITAL PRODUCTS UNIFIED COMMUNICATION BUSINESS APPS MOZY PRO SAGE PAYROLL MOONFRUIT & MORE... February 2015 O2 EE T-MOBILE ORANGE TalkingShop February 2015 O2 EE T-MOBILE ORANGE DIGITAL PRODUCTS MCAFEE BOX OFFICE 365 & MORE... UNIFIED COMMUNICATION SIMPLE, FLEXIBLE & COST EFFECTIVE BUSINESS APPS MOZY PRO SAGE PAYROLL MOONFRUIT &

More information

Online Free School Meals Schools Back Office Guide

Online Free School Meals Schools Back Office Guide Online Free School Meals Schools Back Office Guide *** Please note that the following slides have been taken from a demonstration system and are not reflective of your school or student information ***

More information

Congestion Charging Fleet Auto Pay User Guide. Version 2.1 March 2015 Information correct at time of publication.

Congestion Charging Fleet Auto Pay User Guide. Version 2.1 March 2015 Information correct at time of publication. Congestion Charging Fleet Auto Pay User Guide Version 2.1 March 2015 Information correct at time of publication. Contents Welcome to Fleet Auto Pay User Guide... 3 Glossary... 4 Step by step task guide....

More information

etendering Help Guide

etendering Help Guide Registering and Logging In For The First Time 1. Registration & Sign in Screen Registration on our etendering service is free and only requires a simple registration form to be completed to gain instant

More information

GUIDE FOR APPLICANTS SUPPORT FOR LITERARY TRANSLATION PROJECTS

GUIDE FOR APPLICANTS SUPPORT FOR LITERARY TRANSLATION PROJECTS Education, Audiovisual and Culture Executive Agency Culture Unit GUIDE FOR APPLICANTS SUPPORT FOR LITERARY TRANSLATION PROJECTS CREATIVE EUROPE (2014-2020) CULTURE SUB-PROGRAMME VERSION: December 2013

More information

Issue 1.1. Mobile. Author Date. 1 of 9. Page IN CONFIDENCE

Issue 1.1. Mobile. Author Date. 1 of 9. Page IN CONFIDENCE Royal Holloway University of London Mobile Phone Policy Document Id Sponsor Author Date Mobile Phone Policy Lauraa Gibbs Nigel Rata 5/10/ /2010 Page 1 of 9 RHUL, Egham Hill, Egham, Surrey, TW20 0EX. Version

More information

Community Select Authorised Contractor System User Guide for Companies

Community Select Authorised Contractor System User Guide for Companies Community Select Authorised Contractor System User Guide for Companies 1 Table of Contents Table of Contents 2 Overview 2 Registering as a User 3 Recovering Your Password 7 Registering Your Business in

More information

GETTING STARTED CAF DONATE. Your guide to setting up. Making it easy for your charity to fundraise online. Registered charity number 268369

GETTING STARTED CAF DONATE. Your guide to setting up. Making it easy for your charity to fundraise online. Registered charity number 268369 GETTING STARTED Your guide to setting up CAF DONATE Making it easy for your charity to fundraise online Registered charity number 268369 CONTENTS Introduction...3 Upgrading to CAF Donate...4 Setting up

More information

Ariba Network PO & Invoice Guide

Ariba Network PO & Invoice Guide Ariba Network PO & Invoice Guide Content Introduction Purchase Order Management Order Confirmations Ship Notices Invoice Practices Before you Begin Invoicing Viewing Customer Invoice Rules Electronic Invoice

More information

Pooled Water Exchange & Traderoom. Trading Rules

Pooled Water Exchange & Traderoom. Trading Rules Pooled Water Exchange & Traderoom Trading Rules Table of Contents Guiding Principles..3 About Waterpool 4 Purpose of Trading Rules.. 5 Glossary of Terms 6 Trading Rules..7 GUIDING PRINCIPLES Waterpool

More information

Utility Warehouse. Feed-In Tariff scheme. Application form

Utility Warehouse. Feed-In Tariff scheme. Application form Utility Warehouse Feed-In Tariff scheme Application form Applying for a Utility Warehouse Feed-In Tariff Thank you for your interest in the Utility Warehouse Feed-In Tariff scheme The Feed-in Tariff (FIT)

More information

Value Added Tax Application to Cancel your Registration

Value Added Tax Application to Cancel your Registration Value Added Tax Application to Cancel your Registration Before you start, please read VAT Notice 700/11 Cancelling your registration. This will help you decide whether or not to apply to cancel your registration.

More information

e-invoicing Online Billing

e-invoicing Online Billing e-invoicing Online Billing For any assistance please contact Email: Tel: Contents Welcome to Online Billing 3 Registering for Online Billing 4 einvoicing and epayment 10 Logging in 11 Accessing your new

More information

Value Added Tax Application to Cancel your Registration

Value Added Tax Application to Cancel your Registration Value Added Tax Application to Cancel your Registration Before you start, please read VAT Notice 700/11 Cancelling your registration. This will help you decide whether or not to apply to cancel your registration.

More information

MMG Mobile Marketing Group

MMG Mobile Marketing Group MMG Mobile Marketing Group MMG Mobile Marketing Group based in the United Kingdom provides innovative SMS/Text Messaging systems and solutions for SMS communication in a variety of environments for multiple

More information

WebInvoicing User Guide

WebInvoicing User Guide WebInvoicing User Guide 042213 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

DEAR Inventory Vend Integration

DEAR Inventory Vend Integration DEAR Inventory Vend Integration Table of contents How it works... 3 Multiple Stores... 3 Integration settings... 4 When order is captured in DEAR... 4 Order consolidation... 4 On Account and Layby... 4

More information

UK Mail Website. User guide

UK Mail Website. User guide UK Mail Website User guide UK Mail Website User Guide / 2 Contents Tracking without a login 3 Tracking information 3 Rearrange your delivery 4 Estimated time of arrival (ETA) 4 You re Next notification

More information

UCL FINANCE DIVISION. iexpenses EXPENSE CLAIMS SEASON TICKET LOANS. www.ucl.ac.uk/expenses 1

UCL FINANCE DIVISION. iexpenses EXPENSE CLAIMS SEASON TICKET LOANS. www.ucl.ac.uk/expenses 1 UCL FINANCE DIVISION iexpenses EXPENSE CLAIMS SEASON TICKET LOANS www.ucl.ac.uk/expenses 1 iexpenses iexpenses is a new web based Expense Claim and Season Ticket Loan system for UCL Employees. How to log

More information

S Item Code FS October 07 Edition no

S Item Code FS October 07 Edition no Gift Aid for Membership Subscriptions and Donations S Item Code FS190006 October 07 Edition no 5 0845 300 1818 Quote from a Scout Leader As you can imagine, I ve been involved in, or am aware of many different

More information

01 TELSTRA MOBILE BROADBAND ( TMB ) SERVICE DETAILS

01 TELSTRA MOBILE BROADBAND ( TMB ) SERVICE DETAILS TELSTRA NEXT G MOBILE BROADBAND NETWORK SHARED PLANS APPLICATION FORM 01 TELSTRA MOBILE BROADBAND ( TMB ) SERVICE DETAILS TMB service number : : : : : : : : : 02 ACCOUNT HOLDER DETAILS Account name/account

More information

PayPal Integration Guide

PayPal Integration Guide PayPal Integration Guide Table of Contents PayPal Integration Overview 2 Sage Accounts Setup 3 Obtaining API credentials from PayPal 4 Installing Tradebox Finance Manager 5 Creating a connection to PayPal

More information

User Manual for Service Providers

User Manual for Service Providers User Manual for Service Providers CONTENTS SECTION 1 - INTRODUCTION About the Regional Business Partner Website Who Will Use the Regional Business Partner Website About the NZTE Capability Voucher Scheme

More information

edofe guide for participants

edofe guide for participants edofe guide for participants Our developers are still working on several areas of edofe (shown in red). These guides will be updated when the new functions are working. What is edofe? edofe is an interactive

More information

Airtime means wireless airtime and network capacity procured from the Network Operator.

Airtime means wireless airtime and network capacity procured from the Network Operator. Terms and conditions 1. Explanation of certain words 1.1 In this Agreement: Airtime means wireless airtime and network capacity procured from the Network Operator. Airtime Application means the O2 Airtime

More information

Application for NHBC builder/developer registration

Application for NHBC builder/developer registration Application for NHBC builder/developer registration Reserved for NHBC use We recommend that you read the 'Applying for NHBC registration' booklet before completing this form. Please complete all sections

More information

Up to 8Mb Business Broadband 5 per month - forever!

Up to 8Mb Business Broadband 5 per month - forever! Up to Business Broadband 5 per month forever! Unlike many broadband deals out there, this is not introductory gimmick before you re charged full price for the remainder of your contract. We re 5 per month

More information

Risk Assessment toolkit

Risk Assessment toolkit Risk Assessment toolkit Last updated: April 2014 Date for next review: April 2015 Page 1 Index Assessments Management : Covalent Overview Page 3 Portal Page 4 Assessments Page 5 Projects Page 6 Reviews

More information

MMPCT. User Manual VAT Casual Trader Registration. Haryana Excise and Taxation Plot I-3, Sector 5, Panchkula, Haryana.

MMPCT. User Manual VAT Casual Trader Registration. Haryana Excise and Taxation Plot I-3, Sector 5, Panchkula, Haryana. Haryana Excise and Taxation Plot I-3, Sector 5, Panchkula, Haryana MMPCT (Mission Mode Project Commercial Taxes) User Manual VAT Casual Trader Registration Wipro Limited HETD User Manual VAT Casual Trader

More information

Get the finance your clients need, fast.

Get the finance your clients need, fast. Financial intermediaries Download pack Get the finance your clients need, fast. Funding Circle is an online loans marketplace enabling businesses to borrow 5,000 to 250,000 directly from real people in

More information

NHSP:Online. Agency Rates Approver. NHSP:Online. Agency Rates Approver V1.3 Issued December 2012 Page 1 of 15

NHSP:Online. Agency Rates Approver. NHSP:Online. Agency Rates Approver V1.3 Issued December 2012 Page 1 of 15 Agency Rates Approver Page 1 of 15 Contents Page 1.0 Getting Started..3 2.0 Notifications...6 3.0 Viewing & Approving Agency Contracts...7 3.1 Querying Agency Rates.....9 3.2 Authorising an Agency Rates

More information

ONLINE REGISTRATION OF ESTABLISHMENT WITH DSC

ONLINE REGISTRATION OF ESTABLISHMENT WITH DSC ONLINE REGISTRATION OF ESTABLISHMENT WITH DSC Version: 2.0 USER MANUAL Release: November, 2015 IS DIVISION EMPLOYEES PROVIDENT FUND ORGANISATION Head Office, New Delhi ONLINE REGISTRATION OF ESTABLISHMENTS

More information

Bulk Invoicing User Guide

Bulk Invoicing User Guide Bulk Invoicing User Guide Accessing Bulk Invoicing Once you have logged into fmpilot2 and selected the client, you will be taken to your Work Order List View for that client. You need to make sure that

More information

Dealer connects to the Commercial tax website :

Dealer connects to the Commercial tax website : Dealer connects to the Commercial tax website : www.commercialtax.gujarat.gov.in Dealer will have to enter, Firm name, PAN, & email-id, and create the password while sign-up, to logon onto the dept. site.

More information

Business Plans, Business Infinite Plans, Vodafone Infinite Business Shared Plans, and Bundled Mobile Broadband Plans

Business Plans, Business Infinite Plans, Vodafone Infinite Business Shared Plans, and Bundled Mobile Broadband Plans Business Plans, Business Plans, Vodafone Business Shared Plans, and Bundled Mobile Broadband Plans What Terms and Conditions Apply to my Business or Business Plan Contract, Vodafone Business Shared Plan

More information

Online account opening made simple

Online account opening made simple Macquarie Cash Solutions Online account opening made simple Your.clients@macquarie online cash applications save you time, reduce paperwork and increase the efficiency of the application process. Features

More information

POST OFFICE HOMEPHONE PRICELIST - NUMBER RANGES FOR CALLS TO NON GEOGRAPHIC SERVICES INCLUDING PREMIUM RATE NUMBERS, MOBILES and SPECIALISED SERVICES

POST OFFICE HOMEPHONE PRICELIST - NUMBER RANGES FOR CALLS TO NON GEOGRAPHIC SERVICES INCLUDING PREMIUM RATE NUMBERS, MOBILES and SPECIALISED SERVICES POST OFFICE HOMEPHONE PRICELIST - NUMBER RANGES FOR CALLS TO NON GEOGRAPHIC SERVICES INCLUDING PREMIUM RATE NUMBERS, MOBILES and SPECIALISED SERVICES Number Range Tables. Version 3 correct at 14 April

More information

Learning Management System User Guide - Administrators

Learning Management System User Guide - Administrators Learning Management System User Guide - Administrators Contents Introduction LMS homepage Main courses page Inside an individual topic / category page Certificate How to register Start a course Tests on

More information

My O2 Users Manual. Contents

My O2 Users Manual. Contents My O2 Users Manual Contents 1. Basic Information... 2 2. Recommended Configuration... 3 3. Introductory Page of My O2... 4 4. Registration for My O2... 6 4.1. Registration step 1... 6 4.2. Registration

More information

Traders Registration. User Guide. For. Dealers of Tobacco

Traders Registration. User Guide. For. Dealers of Tobacco Traders Registration User Guide For Dealers of Tobacco User Guide Developed by: Version: 1.0 1 P a g e Contents 1. INTRODUCTION... 3 2. PRE-REQUISITES... 4 2.1. Connectivity:... 4 2.2. Webpage Link:...

More information

Approving a Requisition

Approving a Requisition Approving a Requisition Objective This document provides instruction for approving released requisitions. It is intended for personnel responsible for approving requisitions. Overview The Workflow Detail

More information

Royal Holloway, University of London Online Purchasing Card Manual

Royal Holloway, University of London Online Purchasing Card Manual Royal Holloway, University of London Online Purchasing Card Manual 1 General Information... 3 1.1 About Purchasing Cards... 3 1.2 Use of Purchasing Cards at Royal Holloway Outlets... 3 1.3 Purchase of

More information

FINANCIAL MANAGEMENT SYSTEM

FINANCIAL MANAGEMENT SYSTEM FINANCIAL MANAGEMENT SYSTEM VERSION 6.140 This section of the manual is intended to be used as a guide to the facilities available in the SIMS FMS system. Its aim is to give simple instructions for the

More information

General Dynamics Armament & Technical Products 8/30/2010

General Dynamics Armament & Technical Products 8/30/2010 Supplier s Guide to isupplier Portal General Dynamics Armament & Technical Products 8/30/2010 Page 1 of 192 8/30/2010 Contents Procurement Notification Workflow... 6 Purchase Order Entry and Acknowledgement...

More information

SIMS FMS E-PROCUREMENT EASY REFERENCE GUIDE FOR IMPLEMENTING SEAMLESS INTEGRATION ACROSS YOUR SCHOOL

SIMS FMS E-PROCUREMENT EASY REFERENCE GUIDE FOR IMPLEMENTING SEAMLESS INTEGRATION ACROSS YOUR SCHOOL SIMS FMS E-PROCUREMENT EASY REFERENCE GUIDE FOR IMPLEMENTING SEAMLESS INTEGRATION ACROSS YOUR SCHOOL To help make buying with us as easy as possible, we ve introduced our new, fully integrated e- Procurement

More information

Step-by-step guide for document upload in epct

Step-by-step guide for document upload in epct Step-by-step guide for document upload in epct Document upload has been centralized in epct as of July 2012, as announced in the PCT Newsletter 08/2012 (http://www.wipo.int/edocs/pctndocs/en/2012/pct_news_2012_08.pdf).

More information

Getting started with Sage Accounts The online retailers guide

Getting started with Sage Accounts The online retailers guide Getting started with Sage Accounts The online retailers guide Contents Overview... 3 Which Sage Accounts package to use?... 3 Configuring Sage Accounts... 5 Nominal Codes... 5 Departments... 7 Bank Accounts...

More information

Feed-in Tariff Application Form

Feed-in Tariff Application Form Feed-in Tariff Application Form Once you ve completed all the details, print off this form, sign it and return to us along with a copy of your MCS certificate, a copy of your EPC certificate, a copy of

More information

Europcar.biz Normal User Guide

Europcar.biz Normal User Guide Europcar Group UK Limited Europcar.biz Normal User Guide Contents Landing Page Europcar.biz Main Log-in Page - 2 Homepage Europcar.biz Home Page 3 Reservation Placing a Reservation 4 New Reservations 5

More information

amaysim Mobile Service Description

amaysim Mobile Service Description amaysim Australia Pty Ltd, PO Box R567, Royal Exchange NSW 1225, Australia, ABN 65 143 613 478, ACN 143 613 478 Table of Contents 1. About this service description 1 2. The Service 1 2.1. What is the Service

More information

In partnership with. PO Convert User Guide - Service-Type Purchase Orders

In partnership with. PO Convert User Guide - Service-Type Purchase Orders In partnership with PO Convert User Guide - Service-Type Purchase Orders Imperial College phases out paper invoices with electronic invoicing Imperial College London has implemented a series of changes

More information

LEGACY PRICE GUIDE FOR BUSINESS

LEGACY PRICE GUIDE FOR BUSINESS LEGACY PRICE GUIDE FOR BUSINESS Our home for retired EE and Orange business service plans 1 Table of contents Table of contents 2 Voice Service Plans 3 Custom and Corporate Group 3 Corporate Service Plan

More information

REGISTRATION & LOGIN... 3 Security Image and Questions... 3 Memorizing Card Numbers... 6 AUTHORIZE USERS (DELEGATES)... 6 Delegate Manager...

REGISTRATION & LOGIN... 3 Security Image and Questions... 3 Memorizing Card Numbers... 6 AUTHORIZE USERS (DELEGATES)... 6 Delegate Manager... Revised March 2014 REGISTRATION & LOGIN... 3 Security Image and Questions... 3 Memorizing Card Numbers... 6 AUTHORIZE USERS (DELEGATES)... 6 Delegate Manager... 6 Adding a Delegate... 7 Editing a Delegate...

More information

Student Organization Purchasing Card Program

Student Organization Purchasing Card Program Iowa State University Campus Organizations Accounting Office 1580J Memorial Union (515) 294-1633 coa@iastate.edu Student Organization Purchasing Card Program Tim Livengood, Student P-Card Administrator

More information

Fannie Mae launched the Inquiry Response Tool (IRT) vendor portal in 2015. The IRT portal enhances the way the Fannie Mae Expense Reimbursement team

Fannie Mae launched the Inquiry Response Tool (IRT) vendor portal in 2015. The IRT portal enhances the way the Fannie Mae Expense Reimbursement team Fannie Mae launched the Inquiry Response Tool (IRT) vendor portal in 2015. The IRT portal enhances the way the Fannie Mae Expense Reimbursement team manages customer service inquiries related to claims

More information

Cogito Online Support Desk - Quickstart

Cogito Online Support Desk - Quickstart Cogito Online Support Desk - Quickstart Welcome to the Cogito online Support Portal. This portal provides the primary point of contact for the raising and monitoring of support issues for Cogito software,

More information

Application to cancel your VAT Registration

Application to cancel your VAT Registration Value Added Tax Application to cancel your VAT Registration For office use Date of receipt Issuing Office VAT 7 Page 1 PCU(May 1998) Value Added Tax Application to cancel your registration Before you start,

More information

TALKING. shop. Aug 2014 PARTNER SERVICES O 2 T-MOBILE ORANGE EE

TALKING. shop. Aug 2014 PARTNER SERVICES O 2 T-MOBILE ORANGE EE TALKING shop Aug 2014 O 2 T-MOBILE ORANGE EE PARTNER SERVICES 2 PARTNER SERVICES Talking Shop Chess Partner Services, August 2014 Prices and information are subject to change at any time PARTNER SERVICES

More information

MetaTrader 4 User Guide

MetaTrader 4 User Guide MetaTrader 4 User Guide ForexCT MetaTrader 4 User Guide: Here is a screenshot of what the MetaTrader 4 (MT4) main screen looks like: Main menu - Access to the program menu and settings. Toolbars Quick

More information

2. ACCOUNT HOLDER DETAILS TO BE COMPLETED BY ALL APPLICANTS Account Name/Account Holder

2. ACCOUNT HOLDER DETAILS TO BE COMPLETED BY ALL APPLICANTS Account Name/Account Holder T ELSTRA MOBIL E BROAD BAN D NEXT G N ETWORK APPL IC ATION FORM FOR SHARED PL ANS 1. NEXT G NETWORK DETAILS TO BE COMPLETED BY ALL APPLICANTS Next G network Service Number : : : : : : : : : Choose one

More information

You produce it, dash manages it! Award winning Optimus dash Changing the rules of MIS!

You produce it, dash manages it! Award winning Optimus dash Changing the rules of MIS! You produce it, dash manages it! Award winning Optimus dash Changing the rules of MIS! Optimus dash has revolutionised MIS with its unique functionality, ensuring that dash can effectively manage any process

More information

Schools CPD Online General User Guide Contents

Schools CPD Online General User Guide Contents Schools CPD Online General User Guide Contents New user?...2 Access the Site...6 Managing your account in My CPD...8 Searching for events...14 Making a Booking on an Event...20 Tracking events you are

More information

Application Form for a Business Radio Light Licence

Application Form for a Business Radio Light Licence Ofcom application form OfW432 Application Form for a Business Radio Light Licence www.ofcom.org.uk 1. Please note that applicants are encouraged to register and apply for their licences via the Ofcom website

More information

DBS Application Process Club/ Centre ID Verifier Guidance

DBS Application Process Club/ Centre ID Verifier Guidance DBS Application Process Club/ Centre ID Verifier Guidance Contents How to register to verify DBS Applications for your Club/ Centre... 3 How to Log in to your Account... 3 Overview of the DBS Application

More information

Oracle 12 Finance Training GL Advanced (Including Web ADI) Reference Guide

Oracle 12 Finance Training GL Advanced (Including Web ADI) Reference Guide Oracle 12 Finance Training GL Advanced (Including Web ADI) UK SBS Training Services Team Version Control Version Created Author Reviewer Signed Off 2.0 Dec-2013 K Wilkinson-Bourne D. Rees 03/01/2014 M.

More information

IQSweb Reference G. ROSS Migration/Registration

IQSweb Reference G. ROSS Migration/Registration ROSS Migration/Registration Contents IQSweb V3.0.1 ROSS Connection Requirements... 2 Test Agency Network Connectivity to ROSS... 3 FIREWALL Exceptions... 3 FIREWALL Exception Justification... 4 ROSS Interface

More information

Earmarked Funds Check Request

Earmarked Funds Check Request Introduction The Earmarked Fund Check Request process replaces the General Authorizations (GA) previously prepared in Procurement thru Buyer R. Use this procedure to process a request for a check to pay

More information